Alexander Eichhorn
Tanager Wealth Management Llp
Assets Managed
$1.033B
Holdings
145
Last Quarter
2026 - Q1
Filed Date
27d ago
Growth Rate
3.17%(2Q avg: 4.17%)
Sustained Growth
4 quarters
Portfolio positions
This chart displays the top 10 holdings in Tanager Wealth Management Llp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 145 positions.
Assets under management
The assets under management (AUM) of Tanager Wealth Management Llp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.033B in assets, with a quarterly growth rate of 3.17% and a 2-quarter average growth rate of 4.17%. The portfolio is managed by Alexander Eichhorn, and others.
Portfolio holdings
| Investment | Portfolio % | Reported Value | Recent Activity |
|---|---|---|---|
ITOT Ishares Core S&p Total U.s.
| 15.27% | $157.709M 1.107M shares@ $142.44 avg price | Increased 10.96% |
PICB Invesco International Corpor
| 8.22% | $84.92M 3.676M shares@ $23.11 avg price | Increased 28.22% |
XHLF Bondbloxx Bbg 6 Mth Us Treas
| 7.13% | $73.59M 1.462M shares@ $50.34 avg price | Decreased -16.64% |
VEA Vanguard Ftse Developed Etf
| 7% | $72.301M 1.128M shares@ $64.08 avg price | Increased 1.28% |
VTI Vanguard Total Stock Mkt Etf
| 6.43% | $66.35M 206,819 shares@ $320.81 avg price | Increased 3.99% |
BKAG Bny Mellon Core Bond Etf
| 4.92% | $50.834M 1.205M shares@ $42.2 avg price | Decreased -4.11% |
GOOG Alphabet Inc-cl C
| 3.36% | $34.668M 120,855 shares@ $286.86 avg price | Increased 2.2% |
VGK Vanguard Ftse Europe Etf
| 3.16% | $32.649M 396,087 shares@ $82.43 avg price | Increased 4.71% |
VWO Vanguard Ftse Emerging Marke
| 2.82% | $29.125M 538,845 shares@ $54.06 avg price | Increased 4.56% |
PFXF Vaneck Pref Sec X-financials
| 2.7% | $27.847M 1.588M shares@ $17.54 avg price | Increased 9.57% |
1-10 of 145